PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $518M
1-Year Est. Return 13.43%
This Quarter Est. Return
1 Year Est. Return
+13.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366M
AUM Growth
+$817K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,071
New
Increased
Reduced
Closed

Top Buys

1
+$5.62M
2
+$4.2M
3
+$1.89M
4
XOM icon
Exxon Mobil
XOM
+$1.4M
5
CVX icon
Chevron
CVX
+$1.26M

Top Sells

1
+$6.09M
2
+$4.07M
3
+$1.85M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.78M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.31M

Sector Composition

1 Technology 7.63%
2 Consumer Staples 4.67%
3 Communication Services 3.59%
4 Healthcare 3.23%
5 Financials 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$0 ﹤0.01%
3
1052
$0 ﹤0.01%
10
1053
– –
-9
1054
$0 ﹤0.01%
9
1055
– –
-8
1056
– –
-4
1057
– –
-133
1058
$0 ﹤0.01%
3
1059
– –
-42
1060
$0 ﹤0.01%
5
1061
$0 ﹤0.01%
8
1062
$0 ﹤0.01%
40
1063
$0 ﹤0.01%
27
1064
– –
-60
1065
$0 ﹤0.01%
3
1066
– –
-4,774
1067
– –
-121
1068
– –
-6
1069
– –
-166
1070
– –
-495
1071
$0 ﹤0.01%
19
39 40 41 42
43